Talent Focus Executive Search and Consulting · 2 days ago
High Net-Worth Wealth Advisor (San Diego)
SD Metro Area
Full-time
Onsite
Senior Level
$125K/yr - $175K/yr
5+ years expTalent Focus Executive Search and Consulting is partnering with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor for their High Net-Worth Private Client practice in San Diego. The role involves serving as a trusted financial partner to affluent clients, delivering tailored wealth and investment advice while building enduring relationships.
Professional ServicesRecruiting
Hiring Manager
Luke Rodwell
Responsibilities
Serve as a trusted financial partner to high-net-worth clients
Deliver tailored wealth, investment, and estate planning advice
Leverage institutional-grade research, tools, and support
Build enduring relationships that span generations
Qualification
Required
5–10 years' success advising high-net-worth clients
An established book of business or network of HNWI prospects
Deep knowledge of capital markets & planning strategies
High EQ, integrity, and ambition to grow with a top-tier firm
Benefits
Base Salary + Commission
Ongoing training and career support
Best-in-class tools and investment access
Company
Talent Focus Executive Search and Consulting
Talent Focus Executive Search (www.talentfocus.co.uk) partners with its clients to identify and attract talented Managers, Executives and Non-Executives to their organisations, both in the UK and Internationally.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase